Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 35
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 35
Discretionary Accounts: 33
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 126653
Last Filing Date: 2025-02-26 00:00:00
Website: https://capview.net